Oak Root Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationsanta barbara, CA
- CIK0002027377
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
11 | $827.27M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Jan 16, 2026 | 000208585326000048 | ||
11 | $863.53M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Oct 15, 2025 | 000208585325000090 | ||
11 | $807.47M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Jul 15, 2025 | 000166773125000801 | ||
14 | $746.1M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Apr 10, 2025 | 000166773125000399 | ||
15 | $768.08M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Jan 30, 2025 | 000166773125000189 | ||
15 | $792.39M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Oct 30, 2024 | 000202737724000004 | ||
15 | $750.41M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Aug 1, 2024 | 000202737724000003 | ||
15 | $746.31M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Jul 10, 2024 | 000202737724000002 | ||
15 | $661.51M | AVUS, AVLC, AVDE, AVEM | 13F-HR | Jun 24, 2024 | 000202737724000001 |